Brexit: the political process is very messy and PM May is now stepping down (why didn't she earlier?). While this is happening, UK is enjoying low unemployment and decent growth, but UK stocks are on sale....Lyft will do an IPO on Friday. He uses Uber, but it's never made money. This is an example for investors are desperate to find something to give them a return. Even a loss-making business can get financing....Global growth is slowing in Europe, China and North America, so long-term rates have plummeted. The inverted yield curve is an accurate harbinger of a market downturn. He's taking profits now, but interest-rate sensitives (pipelines, utilities and REITs) are back in favour and pay a dividend. Trim aggressive stocks like tech.

A low-risk way to play gold and a strong performer there. Buy gold in a low-interest rate environment; it will likely go up.

Class A or B? A shares are more liquid, and tax considerations aren't much different. You can buy either, whatever is cheaper. They trade closely together. They are a big player on LNG. If you want to diversify away from Canadian oil, look here.

It's raising its dividend. This is exposed to the UK, so if you're negative about the UK, don't buy this. But if you own this and like the dividend, then stick with it. Once Brexit is sorted out, maybe the negative sentiment about the UK economy will dissipate.

(A Top Pick Oct 01/18, Down 6%) Likes it as an international play in Latin America where margins are double in Canada. It's well-run. They've made big acqusitions in wealth management which ate into earnings. He still likes it. It pays nearly a 5% dividend.

(A Top Pick Oct 01/18, Up 9%) 47% of its wind turbines are in France which likes wind power. BLX sold off when Ontario's Ford government announced it would cut back on green power, but BLX is on sale now and pays a 3% yield. This has very long contracts at fixed utility rates.

It depends on your outlook for global growth. Pays a decent dividend and its volumes are holding up. But this stock is below its price 10 years ago. Perhaps take profits.

It's the ideal business, taking 2-3% of every transaction, but taking no risk. Competition? Maybe one day cryptocurrencies. You can take profits. It's pricey now. You can't go wrong with this.